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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,558 | $201,370-85.8% | $184,256-84.5% | $145,897-80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.97% | 29.05%-28.1pp | 28.85%-27.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $5,000 | $7,024-28.8% | $6,427-22.2% | $4,663+7.2% |
| Participant deferral / active EE | $17,500 | $9,808+78.4% | $9,133+91.6% | $6,689+161.6% |
| Admin fee / account holder | $835 | $16,364-94.9% | $13,899-94.0% | $13,390-93.8% |